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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,523 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,540 | $66,302-87.1% | $110,243-92.3% | $56,287-84.8% |
| Participation rate | 68.4% | 74.9%-6.5pp | 79.8%-11.4pp | 69.9%-1.4pp |
| Annual return | -5.40% | -1.18%-4.2pp | 314.76%-320.2pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,134 | $2,047-44.6% | $3,827-70.4% | $2,111-46.3% |
| Participant deferral / active EE | $1,585 | $3,381-53.1% | $4,672-66.1% | $3,350-52.7% |
| Admin fee / account holder | $123 | $698-82.4% | $8,548-98.6% | $521-76.4% |